Job Title

Executive - Corporate Partnerships

Job City

Bangalore

Company Profile

International Money Matters is a SEBI Registered Investment Advisor that currently has a team of 50 spread over its offices in Bangalore, Mumbai, New Delhi, Hyderabad, and Chennai servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, corporate partnerships, financial education, and NRI consulting. IMMPL identifies, prioritizes, outlines, and achieves financial goals through a disciplined, personalized, and research-based approach. IMMPL has various prestigious awards under its belt and was recently awarded the winner of Outlook Money Awards 2019 in the Registered Investment Advisor category.

Job Profile & Responsibilities

Desired Profile

Looking for exceptional, innovative people, passionate about personal finance and hungry to spread financial wellness. You need to create delightful user experiences, clear about doing the right thing, and impact millions of lives.

The role will be varied and will expose the individual to various aspects of pre-sales, sales, and delivery. We are seeking a highly motivated and organized candidate who has the ability to prioritize work in a fast-paced environment and manage external relationships. You will need to work with great attention to detail and be able to work well in a team. Outstanding communication skills, content, and delivery are paramount as you will constantly be communicating with customers and introducers.

Job Definition

Responsible for delivery management, process enhancement, and content creation for Corporate clients. Work with cross-functional teams effectively to close on deliverables

Job description:

• To support the Head of Corporate Partnerships.
• To collaborate with various internal teams and take ownership of work.
• Ensure all TATs are met when looking at client deliveries.
• To create good content for financial literacy. Very good presentation skills.
• To manage the delivery process of corporate clients.
• To be able to interact and meet with existing clients and new clients Any other ad-hoc duties that may come up as a support.

Prefered Qualifications

Graduate / Postgraduate (AFP / CFP / QPFP preferred)

Desired Candidate Profile

• Good oral and written Communication Skills.
• Experience in investment advisory within the financial service arena
• Expert in MS Office- Word/Excel/PowerPoint

Additional Details

Looking for Candidate good in Presentation Skills

Salary Range

As Per Industry Standards

How to Apply

hr@immpl.com